The 5th Annual Private West Forum is the region's leading conference for family offices, high net worth wealth managers and private banks from throughout the region and one of the flagship meetings of our global private wealth series. The Forum’s content was developed through hundreds of one-on-one meetings with the HNW family wealth management community and the program's speaker faculty is primarily comprised of leaders in the sector from across the Northwest Region
Our agenda covers asset allocation and protection, equity markets, fixed income, alternative investments, as well as succession planning and an outlook of the financial markets and the global economy. This event is completely closed door and invitation only, and it has been designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.
Gino Perrina Chief Investment Officer Laird Norton Wealth Management
Erik Lehr Director of Research Empirical Wealth Management
Susan Rounds Director, Wealth Management Deutsche Bank Trust Company Americas
Howard Coleman Chief Investment Officer, General Counsel Coldstream Capital Management
Alexey Bulankov Vice President, Portfolio Manager Mechanics Bank Wealth Management
Adam Jordan Director of Investment Research & Management Paul R. Ried Financial Group
Gary Post Managing Partner Andina Family Offices
Teresa Wells Managing Director, Investment Strategy Tiedemann Advisors
Gildas Quinquis Chief Investment Officer Windrose Advisors
Ryan Harvey Principal, Consultant Sellwood Consulting
Jake Timm President Ten Capital Wealth Advisors
Roman Brent Chief Investment Officer Anacapa
Isaac Presley President Cordant Wealth Partners
Richard Cloutier Chief Investment Strategist Washington Trust Bank
Erik Morgan Senior Partner Freestone Capital Management
Joe Hegener Director of Investments Sky Oak Wealth
Michael Meighan Chief Investment Officer DA Davidson Trust
Joel Kress Chief Operating Officer Pomona Investment Fund
Please note only corporate email addresses will be accepted only.
Why do I need to enter my corporate email address?
By using your corporate email address, we can verify that you are a registered financial professional.
How can private clients and wealthy families leverage an increasingly specialized and expert industry to protect wealth?
Maintaining wealth through generations–maintaining relationships and preparing for changing economic and political environments.
Diversifying, growing returns, and understanding risk tolerance among private client investors.
Private Equity, Hedge Funds, Real Estate, Commodities, and esoteric asset classes all hold appeal for wealthy families – how do we demystify allocations outside the traditional markets?
TRENDS & FUTURE OUTLOOK
An update on current market trends and domestic and international economic policy, as well as opportunities for the private client to preserve and grow wealth.
Sustainable, responsible and impact investing is become more important for investors as they develop and structure their allocations. Why are SRI's becoming more popular now? How should SRI's be structured?
INVESTORS: Complimentary Registration for all qualified investors. Email IR@marketsgroup.org for more information on obtaining a complimentary ticket.
MANAGERS & SERVICE PROVIDERS: Rates below reflect the current price for all asset managers and service providers.